Director of RevOps

DirectorofRevenueOperations

AbouttheCompany

Ourclientisahigh-growthfintechlenderthathasprovidedover$5Binfundingtomorethan55,000SMBsnationwide .Followingsignificantrecentinvestment,thecompanyiscontinuingtoscaleitsgo-to-marketteamsandrevenueinfrastructuretosupportitsnextphaseofgrowth.

TheOpportunity

WeareseekinganexperiencedDirectorofRevenueOperations toleadthestrategyandexecutionofSales,Marketing,andPartnershipsOperations.

Thisindividualwillberesponsibleforoptimizingtheoperationalfunctionsthatsupportrevenue-generatingteams,drivingprocessimprovement,systemenhancements,reporting,forecasting,andcross-functionalalignment.Therolewillmanagebothonshoreandoffshoreresourceswhilepartneringcloselywithexecutiveleadership,departmentheads,andtechnicalteamstocreateascalableandefficientrevenueengine.

Thispositionrequiresauniqueblendofleadership,operationalexcellence,analytics,andstrategicthinking,withastrongfocusoneliminatingbottlenecksandimprovingtheend-to-endcustomerjourney.

KeyResponsibilities

RevenueOperationsLeadership

• LeadRevenueOperationsacrossSales,Marketing,andPartnerships.
• ManageanddevelopateamofonshoreandoffshoreOperationsprofessionals.
• Actasastrategicpartnertoexecutiveleadershipanddepartmentheads.
• Prioritizeandoverseekeyoperationalinitiatives,projects,andbusiness-criticalissues.

Forecasting,Planning&Analytics

• Coordinateforecasting,planning,andbudgetingacrossrevenue-generatingfunctions.
• EstablishandmonitorKPIstodrivebusinessperformance.
• Ensureconsistency,quality,andaccuracyacrosssalesreportingandoperationaldata.
• PartnerwithSalesLeadershiponquotaplanningandperformanceexpectations.

ProcessOptimization

• ContinuallyassessandimproveworkflowsacrossSales,Marketing,andPartnerships.
• Developandexecuteleaddistributionstrategiesthatmaximizeconversionandefficiency.
• Identifyopportunitiesforoperationalimprovementsanddriveimplementation.
• Deliveraseamlesscustomerjourneythroughprocessalignmentandoptimization.

Systems&Technology

• OwnandoptimizetheSalesforceecosystemandassociatedrevenuetechnologies.
• ImplementandmanageSalesEnablementtoolsandprocesses.
• OverseeAPIintegrations,partnerintegrations,andcommissionapprovalworkflows.
• Gatherbusinessrequirementsandworkcloselywithtechnicalstakeholderstodeliversolutions.

DataGovernance&Compliance

• MaintainCRMdataintegrity,qualityassurancestandards,andcompliancerequirements.
• Establishbestpracticesarounddataprivacy,security,andgovernance.
• OverseeSalesforceShieldandrelatedsecurityinitiatives.
• Ensureaccurateandactionableintelligenceisdeliveredacrosstheorganization.

Requirements

• Bachelor’sDegreerequired.
• SalesforceAdministratorCertification(orequivalentSalesforceCertification)required.
• 5+yearsofhands-onSalesforceexperience.
• 3+yearsmanagingandcoachingteams,includingoffshoreresources.
• 2+yearsadministeringahighlycomplexSalesforceenvironmentwithinFinancialServices.
• Strongexperiencewithbudgeting,forecasting,salesplanning,andKPIanalysis.
• ExperienceauditingSalesforceenvironmentsandoptimizingworkflows.
• ExpertisemanagingSalesforceAPIs,Apexintegrations,andexternalplatforms.
• Proventrackrecorddesigningandimplementingreportingframeworksandoperationalprocesses.
• Excellentanalytical,organizational,andproblem-solvingskills.
• Abilitytomanagemultipleprioritiesinafast-paced,high-growthenvironment.
• Strongstakeholdermanagementskillswithexperiencepartneringacrossexecutive,business,andtechnicalteams.

PreferredBackground

• Fintech,lending,financialservices,payments,orB2BSaaSexperience.
• Experiencesupportinghigh-volumetransactionalsalesorganizations.
• DeepunderstandingofRevenueOperationsbestpracticesacrossSales,Marketing,andPartnerships.
• Experiencescalingprocessesandsystemswithinafast-growingorganization.
• FamiliaritywithmodernRevOpstechnologystacksandautomationtools.

IdealCandidate

TheidealcandidateisastrategicRevenueOperationsleaderwithdeepSalesforceexpertiseandapassionforbuildingscalableprocesses.Theyareequallycomfortabledevelopinglong-termstrategyandrollinguptheirsleevestoexecute,whiledrivingalignmentacrossGTMteamsandenablingsustainablerevenuegrowth.